ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$298K 0.01%
19,394
502
$293K 0.01%
+2,320
503
$289K 0.01%
5,338
-4,595
504
$289K 0.01%
18,324
-144
505
$288K 0.01%
6,249
-788
506
$288K 0.01%
16,595
+22
507
$286K 0.01%
10,369
-486
508
$286K 0.01%
+2,381
509
$283K 0.01%
+18,748
510
$283K 0.01%
+6,203
511
$282K 0.01%
+4,643
512
$279K 0.01%
+8,695
513
$276K 0.01%
3,820
-930
514
$275K 0.01%
11,645
-7,834
515
$273K 0.01%
+3,364
516
$270K 0.01%
19,060
-27,697
517
$265K 0.01%
9,113
518
$264K 0.01%
5,081
+3
519
$262K 0.01%
14,015
-6,183
520
$260K 0.01%
5,777
-1,225
521
$258K 0.01%
2,868
-9
522
$258K 0.01%
+2,070
523
$255K 0.01%
+5,160
524
$254K 0.01%
2,335
+5
525
$254K 0.01%
+18,002
19 20
21
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